With 70 years of combined experience managing investment portfolios, we are your trusted partners in safeguarding wealth for generations.
We’re fiduciary portfolio managers to high-net-worth individuals, families and foundations, but we offer more than just asset management. Our expertise extends to financial planning and generational wealth maintenance.
** Please note that for optimal planning results, our complimentary consultation service is designed for clients with a minimum of $1 million in liquid assets.
*All investing involves risk of loss.
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About Miramar Capital LLC
At Miramar Capital, our mission is clear: earn your trust and provide peace of mind.
With more than seven decades of combined experience managing portfolios for private clients, trusts, corporations, and foundations, we stand out for our knowledge and dedication. We're strong advocates for dividend and tax-efficient investing with a long-term focus, selecting securities based on proprietary research to craft customized portfolios tailored to your unique goals.
Max Wasserman
Featured on CNBC, Bloomberg TV & Fox Business Network
Bob Kalman
Featured in Forbes & Wall Street Journal
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What to Expect
Welcome to your personalized financial journey. We prioritize transparent dialogue and expert guidance to bridge the gap between perception and reality in your portfolio. Whether you prefer in-person or virtual consultations, we’ll accommodate your needs. Together, we'll dive into your investments, provide insightful analysis, and highlight opportunities for growth.
Ready for clarity and confidence in your financial future? Schedule your complimentary visit today.